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Institutional Ownership · SEC Form 13F

Who owns OR


Which tracked institutional funds hold OR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OR company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-21). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

251
Institutional holders
130M
Shares held (tracked funds)

How the tape is positioned

96 tracked funds added or opened OR while 40 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

OR’s largest tracked holder by dollar value, EdgePoint Investment Group Inc., sizes it at 5.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in OR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 251 tracked filers holding OR, 142 increased or opened the position and 105 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in OR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 21

  • VANGUARD CAPITAL MANAGEMENT LLC$209M
  • VANGUARD FIDUCIARY TRUST CO$63M
  • Capital World Investors$55M
  • Vanguard Global Advisers, LLC$23M
  • MONTRUSCO BOLTON INVESTMENTS INC.$10M
  • SummitTX Capital, L.P.$7M

Full exits 12

  • VANGUARD GROUP INC$278M
  • NORGES BANK$89M
  • TWO SIGMA ADVISERS, LP$42M
  • Fiera Capital Corp$12M
  • Yaupon Capital Management LP$7M
  • PRUDENTIAL FINANCIAL INC$4M

Largest adds

  • T. Rowe Price Investment Management, Inc.$218M
  • TWO SIGMA INVESTMENTS, LP$44M
  • MORGAN STANLEY$31M
  • GOLDMAN SACHS GROUP INC$28M
  • Verbena Value LP$24M
  • Invesco Ltd.$24M

Largest trims

  • FMR LLC$47M
  • MACKENZIE FINANCIAL CORP$40M
  • VAN ECK ASSOCIATES CORP$36M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$31M
  • PRICE T ROWE ASSOCIATES INC /MD/$29M
  • EdgePoint Investment Group Inc.$22M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
EdgePoint Investment Group Inc. trimmed19,460,644$741M14.8%2026-Q1
VAN ECK ASSOCIATES CORP trimmed10,470,815$398M8.0%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed7,057,594$268M5.3%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed7,955,159$252M5.0%2026-Q2
T. Rowe Price Investment Management, Inc. added6,311,275$240M4.8%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new5,486,531$209M4.2%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed3,676,458$140M2.8%2026-Q1
PICTON MAHONEY ASSET MANAGEMENT added3,340,194$127M2.5%2026-Q1
Elliott Investment Management L.P.3,111,000$118M2.4%2026-Q1
Tidal Investments LLC trimmed2,728,396$104M2.1%2026-Q1
ROYAL BANK OF CANADA added2,694,845$102M2.0%2026-Q1
Caisse de depot et placement du Quebec2,383,537$90M1.8%2026-Q1
SPROTT INC. trimmed2,362,660$90M1.8%2026-Q1
Invesco Ltd. added2,630,233$83M1.7%2026-Q2
NORGES BANK trimmed2,498,906$79M1.6%2026-Q2
MACKENZIE FINANCIAL CORP trimmed2,063,485$79M1.6%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. trimmed1,933,868$74M1.5%2026-Q1
MORGAN STANLEY added1,897,527$72M1.4%2026-Q1
HORIZON KINETICS ASSET MANAGEMENT LLC trimmed1,754,144$67M1.3%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed2,029,391$64M1.3%2026-Q2
VANGUARD FIDUCIARY TRUST CO new1,663,750$63M1.3%2026-Q1
FMR LLC trimmed1,963,673$62M1.2%2026-Q2
BANK OF MONTREAL /CAN/ trimmed1,461,432$56M1.1%2026-Q1
GOLDMAN SACHS GROUP INC added1,402,526$53M1.1%2026-Q1
Verbena Value LP added1,294,900$49M1.0%2026-Q1
Capital World Investors added1,463,026$46M0.9%2026-Q2
Amundi added1,151,071$44M0.9%2026-Q1
Qube Research & Technologies Ltd added1,140,918$43M0.9%2026-Q1
Euro Pacific Asset Management, LLC trimmed1,026,669$39M0.8%2026-Q1
BANK OF AMERICA CORP /DE/ added1,008,086$38M0.8%2026-Q1
TD Asset Management Inc added894,997$34M0.7%2026-Q1
Scheer, Rowlett & Associates Investment Management Ltd. trimmed840,453$32M0.6%2026-Q1
Nuveen, LLC added777,806$30M0.6%2026-Q1
PRINCIPAL FINANCIAL GROUP INC trimmed751,690$29M0.6%2026-Q1
Verition Fund Management LLC trimmed837,487$26M0.5%2026-Q2
DIMENSIONAL FUND ADVISORS LP added677,822$26M0.5%2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed660,101$25M0.5%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE added635,500$24M0.5%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed754,302$24M0.5%2026-Q2
AQR CAPITAL MANAGEMENT LLC added753,794$24M0.5%2026-Q2
Vanguard Global Advisers, LLC new591,297$23M0.4%2026-Q1
U S GLOBAL INVESTORS INC added534,625$20M0.4%2026-Q1
CITADEL ADVISORS LLC trimmed640,299$20M0.4%2026-Q2
Man Group plc trimmed472,666$18M0.4%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed530,774$17M0.3%2026-Q2
JANE STREET GROUP, LLC added422,475$16M0.3%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed422,319$16M0.3%2026-Q1
Boston Partners added386,408$15M0.3%2026-Q1
Federation des caisses Desjardins du Quebec trimmed389,470$15M0.3%2026-Q1
MANNING & NAPIER ADVISORS LLC trimmed375,846$14M0.3%2026-Q1
Swiss National Bank added374,430$14M0.3%2026-Q1
Allspring Global Investments Holdings, LLC added323,500$12M0.2%2026-Q1
AMERICAN CENTURY COMPANIES INC added293,664$11M0.2%2026-Q1
CIBC WORLD MARKET INC. trimmed284,537$11M0.2%2026-Q1
TORONTO DOMINION BANK added282,757$11M0.2%2026-Q1
CIBC Asset Management Inc added273,621$10M0.2%2026-Q1
MONTRUSCO BOLTON INVESTMENTS INC. trimmed254,620$10M0.2%2026-Q1
JPMORGAN CHASE & CO added271,935$10M0.2%2026-Q1
Prescott Group Capital Management, L.L.C.248,000$9M0.2%2026-Q1
UBS Group AG trimmed247,344$9M0.2%2026-Q1
Cannell & Spears LLC trimmed243,658$9M0.2%2026-Q1
1832 Asset Management L.P. added233,563$9M0.2%2026-Q1
TD Waterhouse Canada Inc. added223,364$9M0.2%2026-Q1
LOUISBOURG INVESTMENTS INC. added221,772$8M0.2%2026-Q1
NATIONAL BANK OF CANADA /FI/ added218,850$8M0.2%2026-Q1
GLOBAL STRATEGIC MANAGEMENT INC trimmed211,502$8M0.2%2026-Q1
D. E. Shaw & Co., Inc. added251,060$8M0.2%2026-Q2
Groupe la Francaise added200,000$8M0.2%2026-Q1
Russell Investments Group, Ltd. added196,390$7M0.1%2026-Q1
Clearbridge Investments, LLC trimmed194,909$7M0.1%2026-Q1
Legal & General Group Plc added192,251$7M0.1%2026-Q1
State of Tennessee, Department of Treasury trimmed191,850$7M0.1%2026-Q1
Lane Generational LLC trimmed191,125$7M0.1%2026-Q1
SummitTX Capital, L.P. added179,129$7M0.1%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new176,979$7M0.1%2026-Q1
BARD ASSOCIATES INC trimmed163,863$6M0.1%2026-Q1
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp added160,290$6M0.1%2026-Q1
GABELLI FUNDS LLC trimmed158,539$6M0.1%2026-Q1
Y-Intercept (Hong Kong) Ltd added157,044$6M0.1%2026-Q1
Extract Advisors LLC trimmed155,316$6M0.1%2026-Q1
Point72 Asset Management, L.P. added186,443$6M0.1%2026-Q2
BNP PARIBAS ASSET MANAGEMENT Holding S.A. new150,827$6M0.1%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added139,990$5M0.1%2026-Q1
EDMOND DE ROTHSCHILD HOLDING S.A. added142,140$5M0.1%2026-Q1
HRT FINANCIAL LP added139,586$5M0.1%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed132,060$5M0.1%2026-Q1
Northwest & Ethical Investments L.P. added118,525$5M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added118,162$4M0.1%2026-Q1
BARCLAYS PLC added117,625$4M0.1%2026-Q1
C WorldWide Group Holding A/S added109,803$4M0.1%2026-Q1
GUGGENHEIM CAPITAL LLC trimmed109,247$4M0.1%2026-Q1
ALPS ADVISORS INC added105,079$4M0.1%2026-Q1
CANADA PENSION PLAN INVESTMENT BOARD added103,700$4M0.1%2026-Q1
RICE HALL JAMES & ASSOCIATES, LLC trimmed103,810$4M0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed103,489$4M0.1%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added120,488$4M0.1%2026-Q2
VANGUARD GROUP INC added7,847,015$278M5.6%2025-Q4 stale
TWO SIGMA ADVISERS, LP added1,173,769$42M0.8%2025-Q4 stale
Fiera Capital Corp trimmed349,922$12M0.2%2025-Q4 stale
Yaupon Capital Management LP added205,228$7M0.1%2025-Q4 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership